National Philanthropic Trust’s NerdWallet NRDS Stock Holding History

National Philanthropic Trust’s Portfolio NRDS Stock Details NRDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-40,000	Closed	-$542K	–	394
2025 Q4	$542K	Hold	40,000	–	–	0.01%	266
2025 Q3	$430K	Hold	40,000	–	–	﹤0.01%	243
2025 Q2	$439K	Hold	40,000	–	–	0.01%	224
2025 Q1	$362K	Hold	40,000	–	–	0.01%	215
2024 Q4	$532K	Hold	40,000	–	–	0.01%	211
2024 Q3	$508K	Hold	40,000	–	–	0.01%	193
2024 Q2	$584K	Hold	40,000	–	–	0.01%	186
2024 Q1	$588K	Hold	40,000	–	–	0.01%	196
2023 Q4	$589K	Buy	+40,000	New	+$441K	0.02%	199

Other funds holding NRDS

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

National Philanthropic Trust's NRDS Position: Q1 2026 in Review

National Philanthropic Trust sold out of NerdWallet (NRDS) in Q1 2026, closing a stake of 40,000 shares — an estimated $542K sold.

National Philanthropic Trust first reported a position in NRDS in Q4 2023 and held it in 9 quarters. The position peaked at $589K in Q4 2023. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

National Philanthropic Trust reported no remaining NerdWallet position as of Q1 2026 after selling out during the quarter.
National Philanthropic Trust sold 40,000 NerdWallet shares in Q1 2026, an estimated $542K.
National Philanthropic Trust first reported a position in NerdWallet in Q4 2023 and held it in 9 quarters.
National Philanthropic Trust's NerdWallet position peaked at $589K in Q4 2023.
158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on National Philanthropic Trust's 13F filing for Q1 2026, filed 15 May 2026.